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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,639 | $93,345-51.1% | $119,126-61.7% | $87,485-47.8% |
| Participation rate | 59.2% | 68.7%-9.6pp | 75.8%-16.6pp | 68.9%-9.7pp |
| Annual return | 21.18% | 19.08%+2.1pp | 282.11%-260.9pp | 26.06%-4.9pp |
| Employer contribution / active EE | $2,107 | $3,172-33.6% | $4,034-47.8% | $2,596-18.8% |
| Participant deferral / active EE | $4,046 | $4,099-1.3% | $5,318-23.9% | $4,274-5.3% |
| Admin fee / account holder | $1,991 | $8,039-75.2% | $10,693-81.4% | $7,775-74.4% |